Epic Service Portal Reviews & Product Details

I love that the insured is able to do their own certificates and pull forms. Review collected by and hosted on G2.com.

The certificate section can be difficult to navigate at times. Review collected by and hosted on G2.com.

I like how easy it is to use, and how quickly I can get certificates out. Review collected by and hosted on G2.com.

Sometimes it's difficutl to open on it's own. I wish i could open direclty Review collected by and hosted on G2.com.

It saves so much time for our staff. Clients can handle simple tasks themselves, like downloading certificates or checking policy details. Plus, it integrates with our agency management system (HawkSoft). Review collected by and hosted on G2.com.

It doesn’t offer much customization, and some policy changes still require staff involvement. Review collected by and hosted on G2.com.

CSR24 Has speedy Distribution when domains are known, CSR24 is 22% ineffective in distributing certificates to domains or public entities, or external shielding. I have to print blocked certificates to the desktop and attach individually to my Outlook email. Review collected by and hosted on G2.com.

Need more field space to write. Need more field space to write distribution cover notes. Review collected by and hosted on G2.com.

That is connceted with Applied Epic and that is taking all the information listed in epic Review collected by and hosted on G2.com.

One common dislike about Applied CSR24 is its occasionally outdated user interface, which can feel unintuitive and cumbersome to navigate, slowing down user productivity Review collected by and hosted on G2.com.

I love the certificate issuance portion, but also the potential integrations into client portals and mobile apps. It's a way to make insurance more accessible to our clients, and in a way that they *want* to receive the information. Review collected by and hosted on G2.com.

Some of the interface is clunky on the admin end -- I feel like things aren't necessarily where I would intuitively search for them. Review collected by and hosted on G2.com.

Ease of issuing renewal COIs in batches; appearance is clean & bright (easy to read) Review collected by and hosted on G2.com.

My only complaint using CSR24 is occasionally there is delay in processed items appearing in Agency management system. Review collected by and hosted on G2.com.

Very easy to navigate and find items quickly/easily. Review collected by and hosted on G2.com.

I don't dislike anything at all, it was a great product. Review collected by and hosted on G2.com.

The best part of utilizing Applied CSR24 is the ability for our insureds to access documents without involving our staff. Being able to pull their records, provides them with a quicker turnaround on things that they may be needed immediately. Review collected by and hosted on G2.com.

As with all things, programs always need to make adjustments on recommendation of the agents using it day in and day out. Applied is amazing with implementing any new ideas and suggestions to make improvements regularly. Review collected by and hosted on G2.com.

This software makes it easy to tell if my remote coworker and I were working on the same client certificate so I can quickly tell before I accidentally send out a duplicate. Review collected by and hosted on G2.com.

It is easy for templates to get lost due to inaccurate dates entered by other users so sometimes to find what you need you may need to do an extra step by clicking “all” on status/type Review collected by and hosted on G2.com.